What are the responsibilities and job description for the Financial Advisor position at Hunley Wealth Management?
Hunley Wealth Management is dedicated to providing personalized financial guidance tailored to individual client needs. Our approach focuses on understanding client values and goals to develop comprehensive strategies that align with their financial objectives. We specialize in investment management, retirement planning, and tax strategies to support every step of the financial journey. By prioritizing a consultative process, we provide solutions that empower our clients to achieve lasting financial well-being.
This is a full-time, on-site Financial Advisor role located in Chattanooga, TN. The Financial Advisor will be responsible for building and maintaining client relationships, understanding customer financial needs, and delivering tailored advice and solutions. Responsibilities include creating and implementing financial plans, managing investments, and guiding clients on retirement planning and wealth management strategies. The role also involves ensuring clients are informed about financial market trends and investment opportunities, monitoring portfolio performance, and making recommendations to achieve long-term financial goals.
- Proficiency in Financial Planning and Financial Advisory services
- Strong knowledge in Investments, including portfolio development and analysis
- Expertise in Retirement Planning and comprehensive financial strategies
- Excellent communication and interpersonal skills to build relationships with clients
- Ability to analyze complex financial data and provide clear, actionable recommendations
- Bachelor's degree in Finance, Economics, Accounting, or a related field (advanced certifications such as CFP® or CFA preferred)
- Relevant experience in financial services or advisory roles